BRWA
QCOC

B. Riley Wealth Advisors’s FT Vest Nasdaq-100 Conservative Buffer ETF - October QCOC Stock Holding History

B. Riley Wealth Advisors’s Portfolio QCOC Stock Details QCOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,100
Closed -$296K – 1400
2025
Q1 		$296K Hold
15,100
– – 0.01% 975
2024
Q4 		$305K Buy
+15,100
New +$303K 0.01% 866

Other funds holding QCOC

SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

B. Riley Wealth Advisors's QCOC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - October (QCOC) in Q2 2025, closing a stake of 15,100 shares — an estimated $296K sold.

B. Riley Wealth Advisors first reported a position in QCOC in Q4 2024 and held it in 2 quarters. The position peaked at $305K in Q4 2024. 28 funds tracked by Wall St. Rank hold QCOC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - October position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,100 FT Vest Nasdaq-100 Conservative Buffer ETF - October shares in Q2 2025, an estimated $296K.
  • B. Riley Wealth Advisors first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - October in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest Nasdaq-100 Conservative Buffer ETF - October position peaked at $305K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - October as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.